Filtering, Searching, and Displaying Contacts and Contact Information

To filter your Contacts list, click the Filters button at the top right of the screen.

In the Filter menu, you can choose to display:

only companies, only people, or both companies and people

all contacts or only clients

only contacts that match a specific custom field. For more information on filtering your contacts by custom field, click here.

Click Apply filters to update the contacts list.

Displaying Columns

To choose which columns you want to display, click the Columns button at the top right of the screen. This is useful to display only the information you want, and to display custom field information across all your contacts.

Click Update columns to update the contacts list.

Searching Contacts

To search your contacts, you can use the:

Filter by keywordsearch field to search through the contacts currently being displayedNote: This means that if you have already used a filter option to narrow down your contacts, this will only search through the contacts that haven't been filtered out